About Dave Shepherd, ChFC, CFP®

Dave is the founder of Shepherd Wealth & Retirement in Tucson, Arizona. Dave is a Chartered Financial Consultant (ChFC) and Certified Financial Planner™ practitioner (CFP®). Have a financial question? Click Here to contact Dave Shepherd.

Author Archive | Dave Shepherd, ChFC, CFP®
Guess What Happened Yesterday Thumb nail

Guess What Happened Yesterday!

We got to do something very special…something almost 2 years in the making. Watch the video we made of it!

Read full story Comments are closed
Warning Don't Get Burned by Your Hot Stock thumb nail.docx

Warning: Don’t Get Burned by Your Hot Stock

Learn why hot stocks don’t stay that way forever and how you can spot these gut-wrenching portfolio problems to strive to avoid a costly mistake.

Read full story Comments are closed

Investment advice offered through Shepherd Wealth Group, a Registered Investment Adviser doing business as Shepherd Wealth & Retirement.

©2014 Shepherd Wealth Group, Inc. 6300 E. El Dorado Plaza, Suite A200, Tucson, AZ 85715 | Phone 520-325-1600 Fax 520-325-9097 Disclosures